Surf Air Mobility (SRFM) Jefferies Innovative Aerospace Virtual Summit 2026 summary

Executive leadership and company overview

• CEO and CFO have extensive backgrounds in aviation and technology, positioning the company for innovation.

• Operates as one of the largest commuter airlines in the U.S., with a decade of short-haul experience and a strong presence in Hawaii.

• Runs three interconnected businesses: regional air mobility, on-demand private charter, and digital infrastructure.

• Partnership with Palantir supports development of SurfOS, a digital platform for air mobility.

• BrokerOS, the first commercial product, was recently presented and is exclusive to the regional air mobility sector.

Market opportunity and strategy

• Focuses on short-haul regional routes, targeting the next growth segment in aviation through electrification and AI.

• Estimates a $156 billion global opportunity across charter aviation, scheduled airline services, and MRO for smaller aircraft.

• Strategic partnership with Beta Technologies includes a firm order for 25 all-electric aircraft, with options for 75 more.

• Designated as Beta's launch operator for commercial passenger electric service, starting with Hawaii.

• Transition to electric aviation eliminates over $100 million in prior electrification project costs.

Technology and operational transformation

• SurfOS, powered by Palantir, aims to unify brokers, operators, owners, and passengers on a single platform.

• AI-enabled tools optimize workflows such as fuel procurement, dynamic pricing, crew planning, and maintenance.

• Internal use of SurfOS has led to a 40% improvement in annual adjusted EBITDA targets and 20–30% growth.

• BrokerOS users saw 32% more bookings, 57% faster quote-to-close times, and 40% more payments processed.

• Cost reductions of 6% for airline and 15% for on-demand operations, with compounding benefits as adoption grows.